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ZIP Code Database - Facts & Stats

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ZIP Code 94062 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2017

ZIP Code 94062 Data

Zip Code:94062
City:Redwood City
State:CA [California]
Counties: SAN MATEO, CA
City Alias(es):Redwood City
Area Code:650
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


94062 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94062 [1] 13,590
Total Number of Single Tax Returns for ZIP Code 94062 3,050
Total Number of Joint Tax Returns for ZIP Code 94062 6,090
Total Number of Dependents for ZIP Code 94062 6,770
Total Adjusted Gross Income for ZIP Code 94062 $5,551,661,000
Average Income per Person for ZIP Code 94062 $214,549
Average Income per Household for ZIP Code 94062 $408,511

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 2,500
Number of single returns 2,220
Number of joint returns 170
Number of head of household returns 80
Number of returns with paid preparer's signature 1,290
Number of exemptions 2,000
Number of dependents 250
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $27,359,000
Number of returns with total income 2,500
Salaries and wages amount $28,521,000
Number of returns with salaries and wages 1,650
Salaries and wages amount $17,139
Number of returns with taxable interest 660
Taxable interest amount $633
Number of returns with ordinary dividends 730
Ordinary dividends amount $2,703,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $1,768
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $82
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $3,369,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $1,983,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,187,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $2,276,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $258,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($232,000)
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,162,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $127,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $434,000
Number of returns with IRA payments 30
IRA payments amount $119,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $76,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $136,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $6,707,000
Amount of AGI for itemized returns $3,933,000
Number of returns with State and local income taxes 120
State and local income taxes amount $445,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $115,000
Number of returns with real estate taxes 180
Real estate taxes amount $1,291,000
Number of returns with taxes paid 280
Taxes paid amount $1,916,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,316,000
Number of returns with contributions 150
Contributions amount $256,000
Number of returns with taxable income 1,290
Taxable income amount $8,111,000
Number of returns with income tax before credits 1,170
Income tax before credits amount $856,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $112,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 20
Child tax credit amount $10,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 430
Self-employment tax amount $591,000
Number of returns with total tax payments 1,950
Total tax payments amount $3,629,000
Number of returns with earned income credit 310
Earned income credit amount [8] $334,000
Number of returns with excess earned income credit 200
Excess earned income credit (refundable) amount [9] $253,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $106,000
Number of returns with refundable education credit 100
Refundable education credit amount $83,000
Number of returns with income tax 1,060
Income tax amount [10] $744,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $1,422,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $473,000
Number of returns with overpayments refunded 1,580
Overpayments refunded amount [13] $1,709,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $280,000

Adjusted Gross Income: $25,000 under $50,000

Number of returns 1,630
Number of single returns 1,200
Number of joint returns 230
Number of head of household returns 150
Number of returns with paid preparer's signature 860
Number of exemptions 2,260
Number of dependents 450
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $61,065,000
Number of returns with total income 1,630
Salaries and wages amount $62,784,000
Number of returns with salaries and wages 1,210
Salaries and wages amount $41,936
Number of returns with taxable interest 550
Taxable interest amount $622
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,654,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $1,976
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $169
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,442,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,771,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,271,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $3,767,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $259,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $2,431,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $714,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,719,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $515,000
Number of returns with IRA payments 50
IRA payments amount $220,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $145,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $9,480,000
Amount of AGI for itemized returns $13,069,000
Number of returns with State and local income taxes 150
State and local income taxes amount $483,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $169,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,842,000
Number of returns with taxes paid 340
Taxes paid amount $2,603,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $2,363,000
Number of returns with contributions 230
Contributions amount $526,000
Number of returns with taxable income 1,510
Taxable income amount $35,384,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $4,437,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $364,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 130
Child tax credit amount $125,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $905,000
Number of returns with total tax payments 1,480
Total tax payments amount $6,670,000
Number of returns with earned income credit 80
Earned income credit amount [8] $152,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $101,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $105,000
Number of returns with refundable education credit 70
Refundable education credit amount $54,000
Number of returns with income tax 1,390
Income tax amount [10] $4,072,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $5,026,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $924,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $2,345,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $195,000

Adjusted Gross Income: $50,000 under $75,000

Number of returns 1,400
Number of single returns 940
Number of joint returns 310
Number of head of household returns 110
Number of returns with paid preparer's signature 770
Number of exemptions 2,110
Number of dependents 410
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $87,357,000
Number of returns with total income 1,400
Salaries and wages amount $89,667,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $57,864
Number of returns with taxable interest 600
Taxable interest amount $940
Number of returns with ordinary dividends 530
Ordinary dividends amount $3,529,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $2,295
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $307
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $6,338,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $2,259,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,534,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $6,739,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $223,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $5,592,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,161,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $2,310,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $299,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $771,000
Number of returns with IRA payments 40
IRA payments amount $215,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $140,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $66,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $127,000
Number of returns with itemized deductions 480
Total itemized deductions amount $13,411,000
Amount of AGI for itemized returns $30,120,000
Number of returns with State and local income taxes 300
State and local income taxes amount $1,231,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $229,000
Number of returns with real estate taxes 350
Real estate taxes amount $3,076,000
Number of returns with taxes paid 480
Taxes paid amount $4,696,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $3,451,000
Number of returns with contributions 380
Contributions amount $997,000
Number of returns with taxable income 1,360
Taxable income amount $59,231,000
Number of returns with income tax before credits 1,340
Income tax before credits amount $9,034,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $346,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 140
Child tax credit amount $180,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $1,042,000
Number of returns with total tax payments 1,330
Total tax payments amount $10,935,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $37,000
Number of returns with refundable education credit 50
Refundable education credit amount $38,000
Number of returns with income tax 1,310
Income tax amount [10] $8,688,000
Number of returns with tax liability 1,340
Total tax liability amount [11] $9,775,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,507,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $2,352,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $279,000

Adjusted Gross Income: $75,000 under $100,000

Number of returns 1,110
Number of single returns 640
Number of joint returns 370
Number of head of household returns 70
Number of returns with paid preparer's signature 630
Number of exemptions 1,810
Number of dependents 340
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $96,727,000
Number of returns with total income 1,110
Salaries and wages amount $99,394,000
Number of returns with salaries and wages 800
Salaries and wages amount $60,650
Number of returns with taxable interest 620
Taxable interest amount $880
Number of returns with ordinary dividends 500
Ordinary dividends amount $3,665,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $2,431
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $532
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $6,584,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,724,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,592,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $9,422,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $223,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $6,726,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,368,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $2,667,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $783,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $779,000
Number of returns with IRA payments 50
IRA payments amount $262,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $44,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 630
Total itemized deductions amount $16,334,000
Amount of AGI for itemized returns $55,994,000
Number of returns with State and local income taxes 520
State and local income taxes amount $3,005,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $159,000
Number of returns with real estate taxes 400
Real estate taxes amount $3,332,000
Number of returns with taxes paid 630
Taxes paid amount $6,685,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $3,790,000
Number of returns with contributions 450
Contributions amount $1,315,000
Number of returns with taxable income 1,090
Taxable income amount $69,316,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $11,490,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $319,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $54,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $151,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $1,057,000
Number of returns with total tax payments 1,070
Total tax payments amount $14,014,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $26,000
Number of returns with income tax 1,060
Income tax amount [10] $11,172,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $12,293,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $1,231,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $2,431,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $500,000

Adjusted Gross Income: $100,000 under $200,000

Number of returns 2,530
Number of single returns 970
Number of joint returns 1,390
Number of head of household returns 120
Number of returns with paid preparer's signature 1,540
Number of exemptions 5,040
Number of dependents 1,130
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 1,050
Adjust gross income (AGI) [5] $363,314,000
Number of returns with total income 2,530
Salaries and wages amount $370,664,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $223,659
Number of returns with taxable interest 1,740
Taxable interest amount $3,771
Number of returns with ordinary dividends 1,450
Ordinary dividends amount $15,812,000
Number of returns with qualified dividends 1,380
Qualified dividends amount [6] $11,583
Number of returns with state and local income tax refunds 1,040
State and local income tax refunds amount $2,382
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $20,293,000
Number of returns with net capital gain (less loss) 1,350
Net capital gain (less loss) amount $15,955,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $20,074,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $30,461,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $583,000
Number of returns with taxable Social Security benefits 740
Taxable Social Security benefits amount $18,371,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $6,119,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $7,350,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $1,583,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,155,000
Number of returns with IRA payments 110
IRA payments amount $757,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $78,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,120
Total itemized deductions amount $72,923,000
Amount of AGI for itemized returns $308,390,000
Number of returns with State and local income taxes 1,960
State and local income taxes amount $19,281,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $417,000
Number of returns with real estate taxes 1,480
Real estate taxes amount $16,132,000
Number of returns with taxes paid 2,120
Taxes paid amount $36,556,000
Number of returns with mortgage interest paid 1,190
Mortgage interest paid amount $19,069,000
Number of returns with contributions 1,630
Contributions amount $5,965,000
Number of returns with taxable income 2,500
Taxable income amount $266,477,000
Number of returns with income tax before credits 2,480
Income tax before credits amount $49,355,000
Number of returns with alternative minimum tax 240
Alternative minimum tax amount $835,000
Number of returns with total tax credits 980
Total tax credits amount $951,000
Number of returns with foreign tax credit 650
Foreign tax credit amount $188,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $169,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $179,000
Number of returns with self-employment tax 540
Self-employment tax amount $3,179,000
Number of returns with total tax payments 2,480
Total tax payments amount $55,492,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $76,000
Number of returns with income tax 2,460
Income tax amount [10] $48,404,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $51,864,000
Number of returns with net investment income tax 30
Net investment income tax $28,000
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $5,503,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $6,783,000
Number of returns with credit to next year’s estimated tax 310
Credited to next year’s estimated tax amount $2,262,000

Adjusted Gross Income: $200,000 or more

Number of returns 4,420
Number of single returns 580
Number of joint returns 3,620
Number of head of household returns 130
Number of returns with paid preparer's signature 3,210
Number of exemptions 12,220
Number of dependents 4,190
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $4,915,839,000
Number of returns with total income 4,420
Salaries and wages amount $4,966,728,000
Number of returns with salaries and wages 3,780
Salaries and wages amount $2,241,130
Number of returns with taxable interest 3,850
Taxable interest amount $85,260
Number of returns with ordinary dividends 3,480
Ordinary dividends amount $230,107,000
Number of returns with qualified dividends 3,360
Qualified dividends amount [6] $170,029
Number of returns with state and local income tax refunds 1,780
State and local income tax refunds amount $22,872
Number of returns with business or professional net income (less loss) 1,280
Business or professional net income (less loss) amount $117,679,000
Number of returns with net capital gain (less loss) 3,540
Net capital gain (less loss) amount $1,411,027,000
Number of returns with taxable individual retirement arrangements distributions 730
Taxable individual retirement arrangements distributions amount $37,236,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $32,766,000
Number of farm returns 60
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,014,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $19,145,000
Number of returns with partnership/S-corp net income (less loss) 1,540
Partnership/S-corp net income (less loss) amount $458,892,000
Number of returns with total statutory adjustments 1,770
Total statutory adjustments amount $50,889,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 480
Self-employment retirement plans amount $18,862,000
Number of returns with self-employment health insurance deduction 550
Self-employment health insurance deduction amount $9,196,000
Number of returns with IRA payments 80
IRA payments amount $735,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 180
Domestic production activities deduction amount $5,899,000
Number of returns with itemized deductions 4,380
Total itemized deductions amount $927,904,000
Amount of AGI for itemized returns $4,900,388,000
Number of returns with State and local income taxes 4,330
State and local income taxes amount $586,932,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $135,000
Number of returns with real estate taxes 3,860
Real estate taxes amount $99,862,000
Number of returns with taxes paid 4,380
Taxes paid amount $690,275,000
Number of returns with mortgage interest paid 3,200
Mortgage interest paid amount $76,913,000
Number of returns with contributions 3,900
Contributions amount $127,020,000
Number of returns with taxable income 4,400
Taxable income amount $3,971,497,000
Number of returns with income tax before credits 4,410
Income tax before credits amount $1,182,262,000
Number of returns with alternative minimum tax 3,240
Alternative minimum tax amount $86,500,000
Number of returns with total tax credits 2,530
Total tax credits amount $20,169,000
Number of returns with foreign tax credit 2,020
Foreign tax credit amount $15,071,000
Number of returns with child and dependent care credit 540
Child and dependent care credit amount $302,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $646,000
Number of returns with self-employment tax 1,320
Self-employment tax amount $18,680,000
Number of returns with total tax payments 4,380
Total tax payments amount $1,366,347,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 4,410
Income tax amount [10] $1,162,093,000
Number of returns with tax liability 4,410
Total tax liability amount [11] $1,259,746,000
Number of returns with net investment income tax 3,340
Net investment income tax $60,869,000
Number of returns with tax due at time of filing 2,240
Tax due at time of filing amount [12] $77,287,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $38,536,000
Number of returns with credit to next year’s estimated tax 1,090
Credited to next year’s estimated tax amount $144,464,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.